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iShares Russell 2000 Value ETF
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Overview Fund Activity

963 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
Goldman Sachs
New York
$229M
4
Bank of America
Bank of America
North Carolina
$907M
5
M&T Bank
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
951
Global Wealth Management Investment Advisory
Florida
$2.64K – – –
AFS
952
Annapolis Financial Services
Maryland
$2.59K -$179K -1,177 -99%
TVAMP
953
Tennessee Valley Asset Management Partners
Tennessee
$2.59K +$2.59K +17 New
CP
954
Castleview Partners
Texas
$2.49K +$2.49K +16 New
PAIM
955
Punch & Associates Investment Management
Minnesota
$2.46K – – –
PIS
956
POM Investment Strategies
North Carolina
$2.33K +$2.33K +15 New
SA
957
Scarborough Advisors
Maryland
$2.02K +$2.02K +13 New
MIA
958
MeadowBrook Investment Advisors
Michigan
$1.71K +$1.71K +11 New
RWM
959
Ruedi Wealth Management
Illinois
$1K – – –
FPB
960
First PREMIER Bank
South Dakota
$1K – – –
CWP
961
Concord Wealth Partners
Virginia
$799 – – –
JWM
962
Janiczek Wealth Management
Colorado
$777 – – –
DF
963
Dunhill Financial
United Kingdom
$629 +$629 +4 New
CPG
964
Cornerstone Planning Group
New Jersey
$311 -$2.18K -14 -88%
PWMG
965
Prestige Wealth Management Group
New Jersey
$311 – – –
SG Americas Securities
966
SG Americas Securities
New York
– -$17.7M -130,357 Closed
IC
967
Innealta Capital
Texas
– -$6.37M -47,007 Closed
COI
968
Connable Office Inc
Michigan
– -$3.89M -28,690 Closed
GS
969
GTS Securities
New York
– -$3.25M -23,960 Closed
APWA
970
Atlas Private Wealth Advisors
New Jersey
– -$2.75M -20,264 Closed
TI
971
Trexquant Investment
Connecticut
– -$1.93M -14,231 Closed
YIH
972
Y-Intercept (HK)
Hong Kong
– -$1.57M -11,565 Closed
TSS
973
Two Sigma Securities
New York
– -$1.52M -11,180 Closed
MS
974
Maven Securities
Jersey
– -$1.01M -7,438 Closed
SSA
975
Schonfeld Strategic Advisors
New York
– -$986K -7,277 Closed
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